currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other to provide assistance to all Financial Planners and senior management with any general office duties, from
Proven administration or assistant experience. Experience with Microsoft Office Programs. Experience on
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective
Nursing Council (SANC) as a Registered Nurse. MS Office / Office 365 proficiency. Minimum of 2 years' private advantageous. Be available to work at one of our offices based in Richmond Hill (Gqeberha), Cornubia (Durban)
Nursing Council (SANC) as a Registered Nurse. MS Office / Office 365 proficiency. Minimum of 2 years' private advantageous. Be available to work at one of our offices based in Richmond Hill (Gqeberha), Cornubia (Durban)
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and